In connection with a potential second US dollar sukuk, the government said it has given several mandates. HSBC and Standard Chartered Bank are joint global coordinators, joint lead managers and joint bookrunners, and CIMB and National Bank of Abu Dhabi PJSC are joint lead managers and joint bookrunners. This month, the parties will arrange a […]
Tag: Europe
AXA IM turns underweight on Chinese equities
“[A] word of caution is warranted following the stellar performance of Chinese equities over the past year or so. “Today A-shares trade at or above a 20x multiple and look simply expensive. A correction would offer a welcome breathing pause,” the fund house said in its asset allocation strategy note. In the medium-term, the investment […]
Get EM exposure through Europe
The price is not right for direct exposure to emerging markets stocks, according to David Herro, chief investment officer for international equities at Harris Associates.
Fund selectors tilt toward Asian equities
Asian equities ex-Japan stood out as this year’s preferred asset class, according to an FSA survey of fund selectors and portfolio managers.
Bond review shows European underperformance
In 2014, European bonds were the biggest underperformers in both corporate and government bond segments, according to data from FE.
Pictet AM favors Japanese equities
Pictet Asset Management is upbeat on Japanese equities and sees compelling investment opportunities arising out of improved corporate earnings growth.
East Capital frontier market fund
The fund house believes its experience investing in the relationship-based cultures of Eastern Europe has direct application to frontier market investing, said Tim Umberger, senior adviser.
The R word
Fund selectors and wealth management professionals attending FSA’s Fund Selector Forum last week in Hong Kong overwhelmingly said regulation is the biggest challenge facing their business.
Look beyond the bad news
At Fund Selector Asia’s Forum in Hong Kong, delegates heard that attractive opportunities can be uncovered in Europe and fears about the EU entering into a long stagnation are overblown.
StanChart on the case for equities
European equities and RMB bonds are among the favourite investment classes at Standard Chartered Bank, said Steve Brice, chief investment strategist, group wealth management.
